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12 Fidelity Private Shares Alternatives for Windows, Ranked (2026)

Explore 12 alternatives to Fidelity Private Shares — vetted by our editors with real user reviews, pricing, and feature comparisons.

The 12 leading Fidelity Private Shares alternatives, compared

Quick answer

The best replacements for Fidelity Private Shares are Capdesk, AngelList and Astrella. Capdesk leads the list with a 5★ rating from real users. Compare all 12 on rating and pricing below.

If the value just isn't there with Fidelity Private Shares anymore, these 12 cap table management software alternatives are worth weighing. We rank by SpotScore (real-user satisfaction and market presence), star ratings, and pricing model, and our editors vet each pick. Scan the table for a quick view, then read the sections below for the why.

ProductSpotScoreRatingPricingBest for
CapdeskStreamline your equity management with CapDesk.★★★★★ 5(2)FreeFreemium · Subscriptionteams of all sizes
AngelListFund administration and cap table tooling for GPs and startupsNot yet ratedQuotation Basedteams of all sizes
AstrellaStreamline private company stock plan data with ease.Not yet ratedFreeFreemium · Subscriptionteams of all sizes
AthennianEfficiently manage legal entities and data protection.★★★★★ 4.5(26)Quotation Basedteams of all sizes
Global SharesEmpowering your equity management solutions globally.Not yet ratedQuotation Basedteams of all sizes
Cake EquityEmpower Your Equity ManagementNot yet ratedSubscriptionteams of all sizes
UpstockStreamline your equity management effortlessly.Not yet ratedSubscriptionteams of all sizes
QapitaMaximize equity, manage effortlessly.Not yet ratedFreeFreemium · Quotation Based · Subscriptionteams of all sizes
PulleyEquity and token cap tables with 409A and ASC 718 reportingNot yet ratedSubscription · Quotation Basedsmall & mid-size businesses
CorporifyStreamline equity management for smarter investments.Not yet ratedQuotation Basedteams of all sizes
HighCastleOptimize your equity investments with ease.★★★★★ 5(2)FreeFreemium · Subscriptionteams of all sizes
EqvistaSmarter equity management made easy.Not yet ratedFreeFreemium · Quotation Based · Free Trialteams of all sizes
Capdesk

Capdesk

Streamline your equity management with CapDesk.

Best for: SMB teams · Mid-market · Enterprise

Try for Free

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What is Capdesk?

CapDesk is an equity management software designed for hedge funds and other alternative investments with a heavy buy-side focus. This software provides all the functionality needed to put in an optimal limit order, and closely monitor market movements. It includes sophisticated features such as ...

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AngelList - Logo

AngelList

Fund administration and cap table tooling for GPs and startups

Best for: SMB teams · Mid-market · Enterprise

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What is AngelList?

AngelList provides fund administration and cap table management on one platform, covering capital raising, deal closing, portfolio management and investor relations for private funds. It supports venture funds, rolling funds, scout programmes, SPVs and syndicates, with digital subscription ...

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AngelList offers custom pricing plan

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Reach in-market buyersRank above rivals2M+ buyers a year
Astrella - Equity Management Software

Astrella

Streamline private company stock plan data with ease.

Best for: SMB teams · Mid-market · Enterprise

Try for Free

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What is Astrella?

Astrella is a powerful cloud-based self-service management software that simplifies the task of handling private company stock plan data. With blockchain technology and AI backing this platform, entrepreneurs, SMEs, as well as large corporations, can securely and efficiently move from private ...

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Starts from $5/Month, also offers free forever plan

Athennian - New SaaS Software

Athennian

Efficiently manage legal entities and data protection.

Best for: SMB teams · Mid-market · Enterprise

HIPAA
Get Pricing Details

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What is Athennian?

Athennian is an innovative entity management software application purpose-built for facilitating the everyday processes of legal companies and legal professionals. It offers a plethora of features to streamline the mundane as well as important tasks associated with entity management. It helps ...

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Athennian offers custom pricing plan

Global Shares - Equity Management Software

Global Shares

Empowering your equity management solutions globally.

Best for: SMB teams · Mid-market · Enterprise

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What is Global Shares?

Global Shares is an employee equity plan administration platform serving mid-market and enterprise companies with globally distributed workforces. It manages stock option plans, RSUs, ESPPs, and other equity compensation programs across multiple jurisdictions and currencies, including payroll ...

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Global Shares offers custom pricing plan

Cake Equity - Equity Management Software

Cake Equity

Empower Your Equity Management

Best for: SMB teams · Mid-market · Enterprise

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What is Cake Equity?

Cake Equity is an equity management platform built for startups and scale-ups, with particular adoption in the Asia-Pacific market, that want to issue and manage employee equity programs. It allows founders to create and distribute equity grants, automate vesting, and give employees visibility ...

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Upstock - Equity Management Software

Upstock

Streamline your equity management effortlessly.

Best for: SMB teams · Mid-market · Enterprise

Get Pricing Details

Add to compare

What is Upstock?

Upstock is an equity management platform for startups and scale-ups that want to offer restricted stock units (RSUs) to employees, particularly across distributed or international teams. It handles grant issuance, vesting schedules, and gives employees a real-time dashboard to track the value ...

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Qapita - Equity Management Software

Qapita

Maximize equity, manage effortlessly.

Best for: SMB teams · Mid-market · Enterprise

Try for Free

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What is Qapita?

Qapita is an equity management platform for startups and growth-stage companies primarily in the Asia-Pacific region, covering cap table management, ESOP administration, and investor relations. It allows founders, CFOs, and legal teams to issue equity, track vesting, and give employees a portal ...

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Qapita offers custom pricing plan

Pulley

Pulley

Equity and token cap tables with 409A and ASC 718 reporting

Best for: SMB teams · Mid-market

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What is Pulley?

Pulley manages cap tables for founders and finance leaders, covering both equity and token ownership. It models fundraising scenarios across dilution, SAFEs and exit planning, provides independent 409A valuations, and handles stock-based compensation reporting under ASC 718 with GAAP and IFRS ...

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Pulley offers custom pricing plan

Corporify

Corporify

Streamline equity management for smarter investments.

Best for: SMB teams · Mid-market · Enterprise

Get Pricing Details

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What is Corporify?

Corporify is an equity management software designed for mid-sized to large corporations with cross-functional teams. Corporify helps optimize efficient portfolio construction and risk management, decreases cost of equity trading and improves cash flow conversion efficiency. It is a single ...

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Corporify offers custom pricing plan

HighCastle

HighCastle

Optimize your equity investments with ease.

Best for: SMB teams · Mid-market · Enterprise

Try for Free

Add to compare

What is HighCastle?

HighCastle is an equity portfolio management platform for individual investors, financial advisors, and wealth managers who need analysis and reporting across their full equity investment portfolios. It covers the complete investment lifecycle from portfolio analysis to performance reporting in ...

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Eqvista

Eqvista

Smarter equity management made easy.

Best for: SMB teams · Mid-market · Enterprise

Start Free Trial

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watch-demo

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What is Eqvista?

Eqvista is a comprehensive equity management platform, ranked #1 on G2 for Equity Management, that revolutionizes private market infrastructure with our breakthrough Eqvista Real-Time Company Valuation® technology, combining expert valuations from our in-house team of NACVA-certified, CVA and ...

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Free TrialTry Free →·

Starts from $2/user/month when Billed Yearly, also offers free forever plan

How Fidelity Private Shares competitors stack up

Buyers comparing Fidelity Private Shares usually weigh it against these 12 cap table management software competitors, starting with Capdesk, AngelList and Astrella. Each is compared against Fidelity Private Shares on rating, pricing and feature coverage below.

Tools similar to Fidelity Private Shares

Searches for "sites like Fidelity Private Shares" and "apps like Fidelity Private Shares" land on the same shortlist as "Fidelity Private Shares alternatives" — the 12 options below cover both, whether you want a like-for-like replacement or something lighter.

Why each one belongs on this list

CapdeskBest for teams of all sizes

Comprehensive equity management

Watch for: Complex for beginners

AngelListBest for teams of all sizes
AstrellaBest for teams of all sizes
AthennianBest for teams of all sizes

User-friendly interface makes entity management and navigation easy for legal teams.

Watch for: Repetitive data entry, such as re-entering transaction dates for same-day transactions, is a pain point.

Global SharesBest for teams of all sizes

Comprehensive equity management

Watch for: Limited integrations

Cake EquityBest for teams of all sizes

User-friendly interface

Watch for: Limited integrations

UpstockBest for teams of all sizes

Easy to use

Watch for: Limited integrations

QapitaBest for teams of all sizes

Comprehensive equity management

Watch for: Limited integrations

PulleyBest for small & mid-size businesses

Data-driven trading platform

Watch for: Limited to equity management

CorporifyBest for teams of all sizes

Optimizes portfolio construction

Watch for: Complex for small teams

HighCastleBest for teams of all sizes

Portfolio analysis

Watch for: May lack advanced trading tools

EqvistaBest for teams of all sizes

Global equity management approach

Watch for: Complex for new users

What to consider when replacing Fidelity Private Shares

The numbers behind these 12 alternatives: 5 offer a free tier; and Capdesk is the highest rated at 5 across 2 reviews.

Our ranking, explained simply.

Frequently Asked Questions (FAQs)

Stuck on something? We're here to help with all the questions and answers in one place.

The top-rated alternatives to Fidelity Private Shares are Capdesk (5.0★), HighCastle (5.0★), Athennian (4.5★). Compare all 12 alternatives side-by-side above.

When evaluating alternatives to Fidelity Private Shares, prioritize: Dashboard, Analytics, Reporting, Alert Notifications, Third-party Integration, transparent pricing, free trial availability, and integrations with your existing tools. Use the filters above to compare by feature, budget, and team size.

Migration difficulty depends on how deeply Fidelity Private Shares is integrated into your workflows. Most alternatives offer data export/import tools and dedicated onboarding support. We recommend narrowing to 2–3 options, running a free trial, and checking each vendor's migration guides before committing.

Which Fidelity Private Shares alternative wins for your team?

  • On a budget / just exploring: start with a free tier — Capdesk, Astrella and Qapita let you evaluate without paying upfront.
  • If real-user ratings matter most: Capdesk has the strongest star rating (5★) among the options with verified reviews.

Switching from Fidelity Private Shares the smart way

Plan your Fidelity Private Shares migration around your data. Export it, confirm the new tool imports it without loss, and check that the workflows you depend on still work. Run a pilot on a free plan first, and keep Fidelity Private Shares open until the switch is complete.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].